Nvidia On The March

Nvidia On The March

Author: Morning Brew July 27, 2026 Duration: 20:04
Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and Peacock landed on YouTube Premium. Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (Bloomberg) Sources: Nvidia is in talks to guarantee ~$250B in financing for a 10 GW SoftBank data center project in southern Ohio that OpenAI is in advanced talks to lease; the site could cost $500B+ (WSJ) CXMT's stock closed up 466% in its Shanghai debut, giving the Hefei-based memory chipmaker a ~$487B market cap, making it the most valuable China-listed company (CNBC) Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting in 2028 to provide direct-to-device voice and data connectivity (Reuters) Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues (Bloomberg) NBCU and YouTube reach a multiyear deal to include all Peacock content in YouTube Premium subscriptions in the US starting in early 2027 (CNBC) Subscribe to the ad-free feed.

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Author: Language: English Episodes: 50

Tech Brew Ride Home
Podcast Episodes
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Duration: 21:38
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Duration: 21:21
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Duration: 20:26
Hugging Face explored a sale at $13B+, keeping the AI M&A wave rolling. Trump scolded towns that reject data centers while Abbott said the industry dug its own grave, Fable 5 spending plateaued, and Apple cut 200+ jobs.…
(Portfolio Profile) Onix [not-audio_url] [/not-audio_url]

Duration: 1:08:18
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Duration: 20:56
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